Purchases and Sales Made in Q2 2023 in Sprott Physical Gold Trust (PHYS)
This table provides information about the institutional ownership of Sprott Physical Gold Trust (PHYS) during Q2 2023. The information is specifically focused on institutions that hold shares of Sprott Physical Gold Trust.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2023
Q2 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
24KNew |
$354K - $384K
|
24K
$522K
|
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
23.5KNew |
$347K - $376K
|
23.5K
$512K
|
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
BUY
|
- |
22.6K+ 136.05% |
$334K - $362K
|
39.2K
$854K
|
|
|
Aug 15, 2023
Q2 2023
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
22.2K+ 91.74% |
$328K - $356K
|
46.4K
$1.01M
|
|
|
Jul 25, 2023
Q2 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
21.8K+ 15.34% |
$323K - $350K
|
164K
$3.58M
|
|
|
Aug 15, 2023
Q2 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
21.5KNew |
$318K - $344K
|
21.5K
$468K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
21.5KNew |
$318K - $344K
|
21.5K
$468K
|
|
|
Aug 14, 2023
Q2 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
20K+ 25.0% |
$296K - $320K
|
100K
$2.18M
|
|
|
Jul 10, 2023
Q2 2023
|
Sg Americas Securities, LLC
|
BUY
|
- |
20KNew |
$296K - $320K
|
20K
$436K
|
|
|
Jul 18, 2023
Q2 2023
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
19.8K+ 2.36% |
$292K - $317K
|
859K
$18.7M
|
|
|
Aug 01, 2023
Q2 2023
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
19.5K+ 191.31% |
$288K - $312K
|
29.7K
$647K
|
|
|
Oct 18, 2023
Q2 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
19.5K+ 17.86% |
$288K - $312K
|
128K
$2.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
18.9KNew |
$279K - $303K
|
18.9K
$412K
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
18.9K+ 8.31% |
$279K - $302K
|
246K
$5.36M
|
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
17.3K+ 73.63% |
$256K - $277K
|
40.8K
$889K
|
|
|
Aug 03, 2023
Q2 2023
|
Scotia Capital Inc.
|
BUY
|
- |
17.3K+ 36.65% |
$255K - $277K
|
64.4K
$1.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
17K+ 3.97% |
$252K - $273K
|
446K
$9.72M
|
|
|
Jul 26, 2023
Q2 2023
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
16.9K+ 5.67% |
$250K - $271K
|
316K
$6.88M
|
|
|
Jul 31, 2023
Q2 2023
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
16.4KNew |
$243K - $263K
|
16.4K
$358K
|
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
16.4K+ 4.9% |
$242K - $262K
|
351K
$7.64M
|
|
|
Nov 13, 2023
Q2 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
16K+ 4.22% |
$236K - $256K
|
394K
$8.59M
|
|
|
Aug 10, 2023
Q2 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
14K+ 62.52% |
$207K - $224K
|
36.4K
$793K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
13.6K+ 1.38% |
$201K - $218K
|
998K
$21.8M
|
|
|
Jul 20, 2023
Q2 2023
|
New Harbor Financial Group, LLC
Leominster, MA |
BUY
|
- |
13.4K+ 64.35% |
$198K - $215K
|
34.2K
$746K
|
|
|
Aug 03, 2023
Q2 2023
|
Geneva Partners, LLC
|
BUY
|
- |
13K+ 39.04% |
$192K - $208K
|
46.3K
$1.01M
|
|
|
Jul 25, 2023
Q2 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
12.9KNew |
$190K - $206K
|
12.9K
$280K
|
|
|
Jul 20, 2023
Q2 2023
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
BUY
|
- |
12.5KNew |
$185K - $200K
|
12.5K
$273K
|
|
|
Aug 08, 2023
Q2 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
11.7K+ 2.82% |
$172K - $187K
|
425K
$9.26M
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
11.1K+ 2.6% |
$164K - $177K
|
437K
$9.53M
|
|
|
Aug 11, 2023
Q2 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
11KNew |
$162K - $176K
|
11K
$239K
|
|
|
Jul 27, 2023
Q2 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
10.8K+ 1.85% |
$160K - $173K
|
596K
$13M
|
|
|
Jul 19, 2023
Q2 2023
|
Quilter PLC
|
BUY
|
- |
10.7K+ 1.87% |
$158K - $172K
|
583K
$12.7M
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
10.2KNew |
$151K - $163K
|
10.2K
$222K
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
9.3K+ 9.92% |
$137K - $149K
|
103K
$2.25M
|
|
|
Aug 14, 2023
Q2 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
8.7K+ 0.22% |
$129K - $139K
|
3.96M
$86.4M
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
8.37K+ 45.34% |
$124K - $134K
|
26.8K
$585K
|
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
8.14K+ 3.33% |
$120K - $130K
|
253K
$5.51M
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
7.55K+ 23.94% |
$112K - $121K
|
39.1K
$852K
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
7.34K+ 11.89% |
$108K - $118K
|
69K
$1.5M
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
7.29K+ 0.91% |
$108K - $117K
|
806K
$17.6M
|
|
|
Aug 09, 2023
Q2 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
6.47K+ 16.02% |
$95.6K - $104K
|
46.8K
$1.02M
|
|
|
Aug 14, 2023
Q2 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
6.38K+ 2.29% |
$94.2K - $102K
|
285K
$6.21M
|
|
|
Jul 20, 2023
Q2 2023
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
6.2K+ 1.95% |
$91.6K - $99.3K
|
324K
$7.06M
|
|
|
Aug 09, 2023
Q2 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
6.16K+ 5.57% |
$91.1K - $98.7K
|
117K
$2.55M
|
|
|
Aug 11, 2023
Q2 2023
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
5.82K+ 0.76% |
$85.9K - $93.2K
|
773K
$16.9M
|
|
|
Jul 12, 2023
Q2 2023
|
Tompkins Financial Corp
|
BUY
|
- |
5.6K+ 10.49% |
$82.8K - $89.7K
|
59K
$1.29M
|
|
|
Jul 27, 2023
Q2 2023
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
5.3K+ 4.21% |
$78.3K - $84.9K
|
131K
$2.86M
|
|
|
Jul 21, 2023
Q2 2023
|
E&G Advisors, LP
|
BUY
|
- |
5.13K+ 9.3% |
$75.8K - $82.2K
|
60.3K
$1.31M
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
5.1K+ 21.9% |
$75.4K - $81.7K
|
28.4K
$619K
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
5K+ 60.76% |
$73.9K - $80.1K
|
13.2K
$288K
|